Merit Financial Group, LLC Purchases in Q4 2025

Merit Financial Group, LLC

  • $10.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SIVR
Abrdn Silver ETF Trust

ETFs
18.1K
+ 13.76%
$44.53 - $51.56 $805K - $932K
149K $7.21M
ITA
Ishares Tr

ETFs
7.26K
+ 16.34%
$205.04 - $218.9 $1.49M - $1.59M
51.7K $10.6M
MPLX
Mplx LP

Energy
24.1K
+ 126.04%
$47.8 - $53.21 $1.15M - $1.28M
43.2K $2.3M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
20.7K
New
$63.24 - $66.46 $1.31M - $1.38M
20.7K $1.34M
GILD
Gilead Sciences, Inc.

Healthcare
5.49K
+ 11.41%
$110.56 - $125.2 $607K - $687K
53.6K $6.65M
APH
Amphenol Corp

Technology
5.93K
+ 11.51%
$121.7 - $143.85 $722K - $853K
57.5K $7.68M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
7.67K
+ 39.96%
$184.47 - $199.8 $1.42M - $1.53M
26.9K $4.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
21.1K
+ 10.44%
$52.54 - $55.77 $1.11M - $1.18M
223K $12.2M
VTR
Ventas, Inc.

Real Estate
13.5K
+ 46.12%
$67.45 - $78.0 $911K - $1.05M
42.8K $3.34M
MCD
Mcdonalds Corp

Consumer Cyclical
4.09K
+ 11.1%
$293.81 - $310.11 $1.2M - $1.27M
40.9K $12.5M
PSX
Phillips 66

Energy
7.74K
+ 32.48%
$126.76 - $142.32 $981K - $1.1M
31.6K $4.49M
V
Visa Inc.

Financial Services
7.74K
+ 9.52%
$325.75 - $352.42 $2.52M - $2.73M
89K $29M
AMAT
Applied Materials Inc

Technology
1.85K
+ 5.46%
$209.95 - $240.89 $388K - $445K
35.7K $8.17M
VV
Vanguard Large Cap ETF

ETFs
3.76K
+ 14.36%
$301.9 - $317.98 $1.13M - $1.2M
29.9K $9.29M
OMC
Omnicom Group Inc.

Communication Services
18.4K
+ 176.63%
$72.23 - $81.23 $1.33M - $1.5M
28.8K $2.08M
GTLB
Gitlab Inc.

Technology
27.5K
New
$43.65 - $51.04 $1.2M - $1.4M
27.5K $1.22M
PLD
Prologis, Inc.

Real Estate
8.24K
+ 38.16%
$111.23 - $127.18 $917K - $1.05M
29.8K $3.69M
GM
General Motors CO

Consumer Cyclical
4.42K
+ 4.72%
$55.35 - $71.89 $244K - $318K
97.9K $6.91M
HPE
Hewlett Packard Enterprise CO

Technology
55.4K
+ 133.79%
$22.5 - $26.25 $1.25M - $1.45M
96.8K $2.21M
DSI
Ishares Msci Kld 400 Social Et

ETFs
9.3K
+ 55.81%
$123.63 - $130.75 $1.15M - $1.22M
25.9K $3.29M
TW
Tradeweb Markets Inc.

Financial Services
10.9K
New
$103.59 - $110.95 $1.13M - $1.21M
10.9K $1.19M
MO
Altria Group, Inc.

Consumer Defensive
39.5K
+ 27.85%
$56.38 - $66.65 $2.23M - $2.63M
181K $10.5M
PRF
Invesco Exchange Traded Fd Tr

ETFs
25.4K
+ 119.94%
$44.13 - $46.37 $1.12M - $1.18M
46.6K $2.13M
EW
Edwards Lifesciences Corp

Healthcare
11.8K
+ 71.83%
$72.65 - $86.3 $859K - $1.02M
28.3K $2.44M
ADBE
Adobe Inc.

Technology
6.03K
+ 20.76%
$325.07 - $359.91 $1.96M - $2.17M
35.1K $11.4M
OPCH
Option Care Health, Inc.

Healthcare
40.2K
New
$26.03 - $29.04 $1.05M - $1.17M
40.2K $1.14M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
7.35K
+ 198.68%
$149.52 - $158.91 $1.1M - $1.17M
11K $1.69M
ECL
Ecolab Inc.

Basic Materials
4.82K
+ 60.96%
$253.06 - $281.35 $1.22M - $1.36M
12.7K $3.29M
AMP
Ameriprise Financial Inc

Financial Services
3.14K
+ 61.49%
$440.8 - $497.79 $1.38M - $1.56M
8.24K $3.63M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
15K
+ 16.52%
$100.68 - $106.15 $1.51M - $1.59M
106K $10.7M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
44.7K
+ 25.51%
$25.38 - $25.57 $1.13M - $1.14M
220K $5.59M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
28.7K
New
$35.77 - $38.66 $1.03M - $1.11M
28.7K $1.11M
ILMN
Illumina, Inc.

Healthcare
5.11K
+ 27.31%
$91.0 - $123.54 $465K - $632K
23.8K $2.88M
CRM
Salesforce, Inc.

Technology
4.63K
+ 16.21%
$235.69 - $263.41 $1.09M - $1.22M
33.2K $7.88M
NIC
Nicolet Bankshares Inc

Financial Services
11.7K
+ 31.21%
$115.04 - $135.26 $1.35M - $1.59M
49.3K $6.15M
KLAC
Kla Corp

Technology
586
+ 7.68%
$982.75 - $1235.28 $576K - $724K
8.21K $9.32M
BXP
Boston Properties Inc

Real Estate
15.8K
+ 183.93%
$69.37 - $76.32 $1.09M - $1.2M
24.4K $1.72M
ADI
Analog Devices Inc

Technology
5.72K
+ 37.0%
$225.32 - $246.37 $1.29M - $1.41M
21.2K $4.87M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
6.57K
+ 216.3%
$124.39 - $154.88 $817K - $1.02M
9.61K $1.47M
FDVV
Fidelity High Dividend ETF

ETFs
18.5K
+ 46.78%
$54.66 - $56.68 $1.01M - $1.05M
58.1K $3.26M
MAR
Marriott International Inc

Consumer Cyclical
2.6K
+ 21.79%
$259.04 - $291.9 $675K - $760K
14.6K $4.16M
HII
Huntington Ingalls Industries, Inc.

Industrials
2.97K
+ 71.24%
$280.02 - $324.19 $832K - $963K
7.14K $2.24M
KRE
Spdr S&P Regional Banking ETF

ETFs
17.1K
+ 331.27%
$58.14 - $64.09 $995K - $1.1M
22.3K $1.36M
CVS
Cvs Health Corp

Healthcare
11.5K
+ 27.38%
$76.69 - $83.04 $882K - $955K
53.5K $4.2M
RWL
Invesco Exchange Traded Fd Tr

ETFs
7.16K
+ 4.26%
$108.48 - $113.54 $776K - $813K
175K $19.6M
GE
General Electric CO

Industrials
3.56K
+ 4.86%
$291.49 - $314.28 $1.04M - $1.12M
76.8K $23M
DG
Dollar General Corp

Consumer Defensive
9.63K
+ 76.07%
$95.94 - $106.44 $924K - $1.03M
22.3K $2.33M
NDSN
Nordson Corp

Industrials
4.39K
New
$228.16 - $238.35 $1M - $1.05M
4.39K $1.01M
BK
Bank Of New York Mellon Corp

Financial Services
8.27K
+ 13.13%
$104.54 - $112.64 $864K - $931K
71.2K $7.87M
Activity Summary
Buys All Purchases 1372 New Holdings 247 Increased Positions 1125 Sells All Sells 545 Reductions 545 Sold out 0 Options Calls 5 Puts 3
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